IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.24B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,794
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$19.1M
3
+$16M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$14.2M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$14M

Top Sells

1
+$30.6M
2
+$11.1M
3
+$10.5M
4
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$9.93M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$9.46M

Sector Composition

1 Technology 10.66%
2 Financials 4.61%
3 Healthcare 3.7%
4 Consumer Discretionary 3.47%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$119K ﹤0.01%
1,866
-4,985
1427
$119K ﹤0.01%
3,288
+10
1428
$119K ﹤0.01%
1,206
1429
$118K ﹤0.01%
297
-6
1430
$118K ﹤0.01%
865
+70
1431
$118K ﹤0.01%
18,913
-301,657
1432
$118K ﹤0.01%
331
-315
1433
$118K ﹤0.01%
3,400
1434
$118K ﹤0.01%
1,817
-263
1435
$117K ﹤0.01%
3,716
+5
1436
$117K ﹤0.01%
786
+57
1437
$117K ﹤0.01%
407
+362
1438
$116K ﹤0.01%
368
+8
1439
$116K ﹤0.01%
453
+13
1440
$116K ﹤0.01%
1,204
+1,173
1441
$116K ﹤0.01%
2,493
+1,693
1442
$116K ﹤0.01%
5,977
1443
$116K ﹤0.01%
746
-35
1444
$116K ﹤0.01%
3,483
1445
$116K ﹤0.01%
1,690
-259
1446
$116K ﹤0.01%
4,328
+1,006
1447
$116K ﹤0.01%
4,045
+974
1448
$116K ﹤0.01%
2,500
-1,000
1449
$115K ﹤0.01%
4,513
-673
1450
$115K ﹤0.01%
1,747
+247
56 57
58
59 60